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Disclosery

XML Financial, LLC: ETPRI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on ETPRI, newest first. How the timeline and the estimate are built.

XML Financial, LLC held 23,750 ETPRI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,750 shares
    Change vs previous 13F +2,600 shares

    0.02% of the 13F portfolio, value $272,177.

    13F-HR 0001725547-26-000254 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $244,706.

    13F-HR 0001725547-26-000139 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).